Wedmont Private Capital’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
26,862
-493
| -2% | -$5.67K | 0.01% | 561 |
|
|
2025
Q1 | $218K | Buy |
27,355
+4,446
| +19% | +$35.4K | 0.01% | 627 |
|
|
2024
Q4 | $222K | Buy |
22,909
+258
| +1% | +$2.5K | 0.01% | 635 |
|
|
2024
Q3 | $175K | Buy |
+22,651
| New | +$175K | 0.01% | 638 |
|
|
2024
Q1 | – | Sell |
-20,070
| Closed | -$229K | – | 629 |
|
|
2023
Q4 | $229K | Buy |
20,070
+8,430
| +72% | +$96.1K | 0.02% | 495 |
|
|
2023
Q3 | $123K | Sell |
11,640
-1,037
| -8% | -$10.9K | 0.01% | 486 |
|
|
2023
Q2 | $157K | Sell |
12,677
-3,484
| -22% | -$43.2K | 0.02% | 481 |
|
|
2023
Q1 | $249K | Buy |
+16,161
| New | +$249K | 0.03% | 391 |
|